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Gerald P. Fischetti

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CRD#: 3225740
GF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Patrick Fischetti, who also goes by Gerald P Fischetti, Jerry Fischetti, Fischetti, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1999. Gerald had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerald P Fischetti | Jerry Fischetti | Fischetti

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 28, 2013 - May 16, 2014

MUTUAL TRUST COMPANY OF AMERICA SECURITIES

BD
CRD#: 8494
ST. PETERSBURG, FL
Past

December 17, 2008 - June 3, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MELBOURNE, FL
Past

December 15, 2008 - June 3, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MELBOURNE, FL
Past

August 22, 2005 - December 18, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
VIERA, FL
Past

August 19, 2005 - December 18, 2008

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
VIERA, FL
Past

November 30, 2004 - August 25, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
MERRITT ISLAND, FL
Past

February 13, 2002 - August 25, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

June 18, 1999 - February 15, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/7/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MT
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
FIRST DISCOUNT SECURITIES CORP. | MUTUAL TRUST COMPANY OF AMERICA SECURITIES | MUTUAL TRUST COMPANY OF AMERICA | MUTUAL TRUST CO. OF AMERICA SECURITIES | FIRST FEDERAL SECURITIES, INC.

CRD#: 8494 / SEC#: , 8-25547

BD
Terminated by SEC on 12/13/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/24/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANDES, JED EPRESIDENT722806
BANDES, JED ECHIEF COMPLIANCE OFFICER722806

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUTUAL TRUST COMPANY OF AMERICA SECURITIES

CRD#: 8494

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